Filed May 3, 2019
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
BRINKER CAPITAL4 years Filed as: BRINKER CAPITAL INVESTMENTS Service code 26 17605 WRIGHT ST · OMAHA, NE 68130 | Advisory (Participants) | $141,233 |
NATIONWIDE10+ years Service code 13 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Contract Administrator | $67,078 |
SENTINEL PENSION LLC10+ years Service code 10 6811 JEFFERSON HWY · BATON ROUGE, LA 70806 | Accounting | $35,665 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,733 | $83,023-22.0% | $102,437-36.8% | $77,762-16.8% |
| Participation rate | 59.4% | 71.5%-12.1pp | 74.5%-15.1pp | 70.6%-11.2pp |
| Annual return | 12.84% | 19.12%-6.3pp | 24.95%-12.1pp | 31.27%-18.4pp |
| Employer contribution / active EE | $1,570 | $3,552-55.8% | $3,871-59.5% | $2,728-42.5% |
| Participant deferral / active EE | $4,602 | $4,110+12.0% | $5,060-9.1% | $4,651-1.1% |
| Admin fee / account holder | $296 | $639-53.7% | $8,388-96.5% | $433-31.6% |